Swan Retirement

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Long Term
Investing


A Legacy That Lives
On Long After You
Are Gone


Maximize Your
401k & IRA


Making Retirement Income Live As Long
As You Do


Growing & Protecting Your Small Business


What is True Wealth?

 



Complimentary Whitepaper

Receive a complimentary
copy of Shawn Moran’s whitepaper, “The Seven Secrets of the SWAN.”

Click Here

Contact Us

Westport Wealth Office in Charleston, WV
We are located at the corner of Virginia and Brooks Streets in the downtown area of Charleston , West Virginia . Our offices are in an historic Victorian home at the beginning of the historic section of Virginia Street.

Call or email us if you need directions, or feel free to use
Google Maps to direct you right to our front door.


Should you have concerns or questions that have been raised by the discussions on this site, please feel free to contact us and we will promptly and courteously respond. If appropriate, we would be happy to schedule a free initial one hour consultation with you. Also, we hold educational financial seminars on a regular basis throughout the area, and would love for you to be able to attend. Call, write or email us and we will forward to you a current seminar schedule.

Email: info@swanretirement.com

Phone: (304) 346-7782 or Toll Free (800) 361-1792

Fax: (304) 720-4362

Mail: 106 Brooks Street, Charleston, WV 25301

Our Mission

Founded by Shawn Moran, SWANretirement.com is a registered investment advisory firm focused on helping bring financial stability and peace of mind to your financial world so that you can worry less and live more.

Utilizing a disciplined approach to wealth management that focuses on the science of investing and ignores hype and speculation, we seek to help the long term investor attain and preserve wealth in a way that is meaningful and enduring for both you and those you love.

 

SWAN Retirement

Read an excerpt of Shawn Moran's upcoming book, "The SWAN Retirement: A Sleep Well At Night Guide To Secure Your Financial Future," with a foreword by Fran Tarkenton.

Investment Advisory Services offered through Global Financial Private Capital, an SEC Registered Investment Advisor. Insurance products offered through Retirement Planning Group of West Virginia, a licensed insurance agency. Global Financial Private Capital and Retirement Planning Group are not affiliated. This web site presents general concepts that may or may not be appropriate for your circumstances. Illustrations given are hypothetical and results are not guaranteed. Past performance is no guarantee of future results. The statement "Sleep Well At Night" is a goal, not a guarantee. Investing involves risk, including the loss of principal. Neither Global Financial Private Capital or Retirement Planning Group provide legal or tax advice. You should consult with an attorney and an accountant regarding estate planning and tax issues. 

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106 Brooks Street, Charleston, WV 25301 | (304) 346-7782 or Toll Free (800) 361-1792 | info@swanretirement.com
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